Jay Fiverson
About Jay Fiverson
Jay Fiverson is a Defined Contribution Project Management Associate at Milliman, where he has worked since 2017. He has over 20 years of experience in retirement plan administration and project management, having previously held positions at TIAA and Bank of America Merrill Lynch.
Work at Milliman
Jay Fiverson has been employed at Milliman as a Defined Contribution Project Management Associate since 2017. In this role, he successfully manages large projects from inception to completion, ensuring that strategies align with customer needs. His position requires a robust understanding of retirement plan administration, governance, risk management, and audits. Fiverson's contributions have led to high levels of satisfaction among Plan Sponsors, Financial Advisors, business partners, and participants.
Previous Experience at TIAA
Before joining Milliman, Jay Fiverson worked at TIAA as a Senior Business Analyst from 2015 to 2016. During his one-year tenure, he utilized his problem-solving and interpersonal skills to implement strategies that addressed customer needs. His experience at TIAA contributed to his overall expertise in project management within the financial services sector.
Career at Bank of America Merrill Lynch
Jay Fiverson spent a significant portion of his career at Bank of America Merrill Lynch, where he held multiple roles. He served as a Transition Manager from 1998 to 2009 for 11 years, followed by a position as Vendor Governance Manager and Vice President from 2009 to 2015 for 6 years. His extensive experience in these roles provided him with a solid foundation in project management and vendor governance.
Education and Expertise
Jay Fiverson earned a Bachelor's degree in Marketing from Rutgers University. His educational background complements his professional experience, providing him with a strong foundation in business principles. Fiverson's expertise spans over 20 years in the financial services industry, with a focus on retirement plan administration and project management.